Sebold Capital Management, an independent wealth management first serving individuals, families, and their businesses is seeking an experienced Paraplanner / Portfolio Administrator to join our growing team in Naperville. We are in quest of a talented individual who will step into an instrumental role by providing client relationship support through managing, gathering, and analyzing client data, help prepare financial plans and other client deliverables. In addition, the ideal candidate will plan and execute campaigns to drive engagement, nurture professional network connections, and seek qualified opportunities.
Key traits of a successful Paraplanner at Sebold Capital
Bachelor’s degree in finance / accounting or related field;
CFP® preferred with 1-3 years prior experience
Must be able to make decisions and have problem-solving traits;
Strong analytical skills and attention to detail;
Ability to work independently and as a team member;
Excellent time management skills;
High level of proficiency with MS Office;
eMoney and Tamarac knowledge a plus.
What Sebold Capital has to offer you:
Health & Life insurance
Paid-Time off including 9 paid holidays
Fun, casual, small-office atmosphere
Employee lunches and outings
Class A office near I-88
Please send resume with salary expectation to email@example.com. EOE
About Sebold Capital Management
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates value for high net-worth clients. We commit to putting our clients' needs first, providing services guided by their priorities. We work to accomplish our clients' goals by utilizing a holistic view of their assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.